Churchill Research Client Update #36 – The inflation illusion – 12-3-2024
Churchill Research Client Update #35 – Strange Correlations – 10-24-2024
Churchill Research Client Update #34 – 20 arguments why maybe it’s different this time – 10-09-2024
Churchill Research Client Update #33 – New E&P rankings + macro problems
Churchill Research Client Update #32 – The mindless robot, weak economy & gold – 07/24/2024
Churchill Research Podcast #31 – Eight Market Mysteries – 05/25/2024
Churchill Research Podcast #30 – Yen issues, Commodities and China – 04/30/2024
Churchill Research Podcast #29 – The $64,000 Question – 03/18/2024
Churchill Research Podcast #28 – Oil, EM banks & the fire-hose effect – 02/29/2024
Churchill Research Podcast #27 – Asia thoughts, gold and commodities – 01/24/2024
Churchill Research Podcast #26 – Bond rally, DXY and Emerging Markets – 12/23/2023
Churchill Research Podcast #25 – Inflation fever breaking
Churchill Research Podcast #24 – The Power of Fed Fund Futures – 10/25/2023
Churchill Research Podcast #23 – Blowout in yields, oil & the dollar
Churchill Research Podcast #22 – The Fed is way over neutral, but those deficits …
Churchill Research Podcast #21 – Soaring 10-year yield, deficit craziness & the oil rally
Churchill Research Podcast #20 – The Weak Dollar (and other matters) – 06-26-2023
Churchill Research Podcast #19 – The Nasdaq boom is masking a too-tight Fed
Churchill Research Podcast #18 – “The Curve Inversion is starting to win out”
Churchill Research podcast #17: Falling Funds vs. Inverted Curve
Churchill Research Podcast #16 – Aftermath of a Helicopter Drop – 02-21-2023
Churchill Research Podcast #15 – So … where’s my recession?
Churchill Research Podcast #14 – Seasonality, silver, and airlines
Churchill Research Podcast #13 – Bond inversion, the Dollar, EM
Churchill Research Podcast #12 – Gas, coal, airlines & breakevens – 10-24-2022
Churchill Research Podcast #11 – Entering No-man’s land – 09-28-2022
Churchill Research Podcast #10 – Oil, gas, politics & bonds – 08-24-2022
Churchill Research Podcast #9 – The bond signal, sector matters, and emerging markets – 07-27-2022
Churchill Research Podcast #8 – Middlemen, oil, and the tech crash – 06-28-2022
Churchill Research Podcast #7 – The gas boom and the yield curve – 05-26-2022
Churchill Research Podcast #6 – Exploding Interest Rates – 04-23-2022
Churchill Research Podcast #5 – Commodity Chaos, Putin, and Brazil – 03/23/2022
Churchill Research Podcast #4 – Politics, airlines, and commodities – 02/24/2022